Filed September 17, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,609 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,062 | $136,266-69.1% | $90,749-53.7% | $77,904-46.0% |
| Participation rate | 71.1% | 86.6%-15.6pp | 75.7%-4.6pp | 73.7%-2.6pp |
| Annual return | -11.18% | -11.32%+0.1pp | -12.16%+1.0pp | 12.21%-23.4pp |
| Employer contribution / active EE | $1,915 | $4,215-54.6% | $2,921-34.4% | $2,848-32.8% |
| Participant deferral / active EE | $6,473 | $6,353+1.9% | $4,564+41.8% | $4,806+34.7% |
| Admin fee / account holder | $11 | $399-97.2% | $8,445-99.9% | $133-91.5% |